U.S. federal trademark · Serial No. 77868211 · Reg. No. 3844193
Strategic financial advising; financial planning; legacy financial planning; financial risk management; fiduciary services, namely, fiduciary representative services; asset protection, namely, financial asset management; inheritance financial planning; wealth management; philanthropic services concerning monetary donations; financial consultation in the field of elder care; trust settlement, namely, financial trust operations; estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.